Examples of Discretionary Investment Management Service in a sentence
In New Zealand, the IDPS needs to be licensed as a Discretionary Investment Management Service provider.
ANZ National Staff Superannuation Limited, also a subsidiary of ANZ New Zealand, is the trustee and manager of the ANZ National Retirement Scheme, which is a restricted workplace savings scheme.• Discretionary Investment Management Service (DIMS): The Bank is a licensed DIMS provider.
In New Zealand, the IDPS Operator needs to be licensed as a Discretionary Investment Management Service provider.
Discretionary Investment Management Service Each of our discretionary investment management services, comprising the: (a) Bespoke Discretionary Management Service; (b) Discretionary Management Service; (c) Managed Portfolio Service; and (d) CITS.
When exercising discretion over the make-up of the clients Portfolio(s), we will ensure that the investments contained within the Portfolio(s) will only invest in non-complex products, therefore the scope of True Potential’s Discretionary Investment Management Service will be limited to FCA authorised unit trusts, Open Ended Investment Companies (OEICs) and Exchange Traded Funds (ETFs).